Product features
Refer to our customer service team using the ‘Get in touch’ options below.
An easy-to-manage investment solution outside of super with sophisticated options to grow and protect your client’s wealth.
You and your client can stay on top of their investments with online access, straightforward reporting, consolidated account and tax reporting, and transparent pricing - so you both know exactly what’s happening with your client’s money.
Refer to our customer service team using the ‘Get in touch’ options below.